Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robyn Lee GerstbauerKey Investment Services LLCEdward Jones10-19-2010
Michael Stephan MareKey Investment Services LLCEdward Jones$10010-25-2010
Jeremy Lee GuayKey Investment Services LLCEdward Jones10-26-2010
David James IsaacsKey Investment Services LLCEdward Jones$50011-29-2010
Michael Dean MccubbinKey Investment Services LLCEdward Jones$25001-31-2011
Gerald Weeks MadsenKey Investment Services LLCEdward Jones$10004-11-2011
Benjamin Micah WenzelKey Investment Services LLCEdward Jones07-18-2011
Jana Deann Williams-KaiserKey Investment Services LLCEdward Jones$10012-05-2011
Lane Ryan SteelKey Investment Services LLCEdward Jones$25001-01-2012
Joseph Henry ElsasserKey Investment Services LLCEdward Jones$10003-20-2012
Kevin R. HanianKey Investment Services LLCEdward Jones07-09-2012
Scott Arven BurnsideKey Investment Services LLCEdward Jones02-09-2015
Kevin Scott MassaKey Investment Services LLCEdward Jones$10005-19-2015
David Edward ShoultsKey Investment Services LLCEdward Jones08-10-2015
Mark R JurkovichKey Investment Services LLCEdward Jones10-01-2015
Diane Joyce PowersKey Investment Services LLCEdward Jones05-12-2016
Ryan Edward HaddanKey Investment Services LLCEdward Jones05-18-2016
Tyler Dane BakkensenKey Investment Services LLCEdward Jones11-21-2016
Joseph Anthony HayesKey Investment Services LLCEdward Jones10-04-2017
Kenneth Franklin SimonKey Investment Services LLCEdward Jones10-11-2017
Robert Tyler KreimKey Investment Services LLCEdward Jones03-27-2018
Christopher PaceKey Investment Services LLCEdward Jones07-11-2018
Joseph Maury StraussKey Investment Services LLCEdward Jones01-15-2019
Hung S ButzerKey Investment Services LLCEdward Jones09-12-2019

Showing 1 to 24 of 24 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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